Ascent Meets MoneyGuide in Charlotte

Dates

April 25-26th
2019

Location

Charlotte Marriott City Center100 W Trade St
Charlotte, NC

Cost

Registration Pricing: $399Negotiated Hotel Pricing: $185/night +tax

Our second Ascent on the Road stop of 2019 will be to Charlotte, North Carolina! MoneyGuidePro is joining us to share insights about how to leverage both our technologies to create a customer experience your clients won’t forget.

MoneyGuide

MoneyGuide is a collaborative internet-based financial planning software that offers a unique client-centered approach. The goal-based planning approach is meaningful to the client and more productive for the advisor.

Orion integrates with MoneyGuide by pushing Household/Account level data in MGP for use in financial plans. Then Orion can pull back Financial Plan report elements including the Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into the Report Builder, Insight, and Client Portal Apps. Money.

Orion + MoneyGuide Agenda

Please stop by the event registration desk in the Conference Foyer for your conference materials. A breakfast buffet will also be served in the Conference Foyer.

8:00 AM - 8:30 AM

Kick Off & Welcome (I)

Charlotte A-D

Grab a seat in Charlotte A-D as we kick off the event!

8:30 AM - 9:30 AM

Keynote Speaker (I)

Charlotte A-D

The Keynote Speaker in Charlotte A-D is TBD. Stay tuned for more information!

9:15 AM - 9:45 AM

Joint Fuse Session Orion/MoneyGuidePro (I)

Charlotte A-D

Orion and MoneyGuidePro will present in Charlotte A-D.

10:15 AM - 11:05 AM

Consult Room Open (A)

Charlotte F

Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in CLT F. No Appointment? Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Charlotte F. No Appointment? Don’t worry, just stop in and we will work you into the rotation.

Speakers:

Don't miss your appointment for your one-on-one session with one of our Subject Matter Experts in Charlotte F. No Appointment? Don’t worry, just stop in and we will work you into the rotation.

11:20 AM - 12:10 PM

MGP Session, Creating a 5-Minute Prospect Plan (A)

2nd Ward

11:20 AM - 12:10 PM

MGP Session, Income Planning - Positioning Annuities (A)

1st Ward

11:20 AM - 12:10 PM

MGP Session, What if Worksheet Tips (A)

3rd and 4th Ward

11:20 AM - 12:10 PM

Orion Session, Is Everyone Hanging Out with Me?: Unmanaged Assets in Orion (A)

Charlotte A-C

Heldaway, Alternative and Legacy positions, oh my! How do you account for these tricky assets in terms of reporting, performance and trading? We will walk you through the options of bringing these positions onto Orion and then take you step by step through the process of excluding these assets from various parts of the system.

No need to worry when those auditors come a-knockin. In this course, we will walk you through a real-life example of the audit process within our compass app and give you loads of helpful tips and tricks to prepare for the fateful day when they show up at your door.

Need to group accounts together for reporting and performance purposes but not exactly sure how to do so? This is the course for you! We will take you through all of our advanced grouping options (including our new feature, Portfolio Groups) and show you how you can display them in reports, Insight and the Client Portal.

From Financial Planning to Document Storage to Risk Profiling and more, learn how you can leverage our powerful integrations to give your client an unforgettable experience inside of the Orion Client Portal, Insight, Reports and more!

Speakers:

Take a deep dive into your data and how you can make it work for you in both our RMD Dashboard and Trends Apps. We’ll talk about the data we can receive from the custodian and what you can update en masse in our system- make your data work for you!

See You in Charlotte

Ascent 2019 is sending Orion’s subject matter expert teams across the country to meet with the industry’s most innovative technology firms and brightest advisors. Join an event nearest you to get training that will help your firm reach scalable growth and enhanced profitability.

Orion does not endorse any particular third-party product or service. Our clients should undertake their own assessments to determine whether these parties meet their business and due diligence requirements.